Conversations

Conversations 1 - 20 of 317
Photo of Chris Beaven
Ability to CC/BCC contacts on CoPilot outreach
I've heard a few customers ask about the possibility to CC or BCC internal contacts on a CoPilot outreach. The CC/BCC could be a specific...
  • 21 me toos
  • 17 replies
  • Idea
  • Implemented
Photo of Allie Gold
If anything is changed on CTA, CTA status should change from "New" to "Work in Progress".
If anything is changed on CTA by our CSMs, such as CTA due date or any comments or posts recorded, should change from "New" to "Work in P...
  • 26 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Jeremy Curry
Ability to format report widgets
It would be great if we could format the number that goes into a report widget. This would include being able to add a dollar sign, perce...
  • 11 me toos
  • 4 replies
  • Idea
Photo of Dan Ahrens
Templates for specific Timeline activities
Timeline is so juicy....I love it! One idea that could really help to drive organizational consistency is the ability to define a templa...
  • 35 me toos
  • 20 replies
  • Idea
  • Under Consideration
Photo of Allison Elmer
Can't Customize Scorecard Reporting Colors for Usage Data
We've raised this issue to Support directly and was told it was a bug; however it's been 3 (3+ ?) releases since it was reported and it's...
  • 1 me too
  • 1 reply
  • Problem
  • Acknowledged
Photo of Samantha Braastad
Scorecard 2.0 Mass Edit Report only pulls in first 100 lines
We are currently working to build reports on Scorecard 2.0 for the long tail of our customers (25,000+). The hope was to do this using th...
  • 31 me toos
  • 21 replies
  • Idea
  • Under Consideration
Photo of Britton Walker
Time tracking integrations
Does anyone know of or have suggestions for simple project management time tracking solutions that integrate with Gainsight/Salesforce? I...
  • 5 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Spencer Engel
How to add fields to the MDA Company Standard Object
A very common question I get from customers is how to add fields to the MDA Company standard object. I'm hoping this video will help clar...
  • 6 me toos
  • 1 reply
  • Article
Photo of Niall McGrath
Success Plans- Attaching external documents
Success Plans are going to be a big part of how we use Gainsight. From speaking to our project manager, there doesn't seem to be a funct...
  • 14 me toos
  • 6 replies
  • Idea
Photo of Christopher Sanderson
dashboard filters select all
UX guy here again! Would love to see a "Select All" option when in the Dashboard Global Filter creation box.  When I have like 3-5 repor...
  • 7 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Travis Cooper
Account - Gmail Syncing
A previous CRM that I had used had a sync between the User's email address and all Account's addresses. For instance: If we created a ne...
  • 9 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Julie Mills
Management of overdue tasks
It's difficult to manage overdue tasks directly from the cockpit where the teams go to manage the day-to-day. It's hard to manage or sort...
  • 7 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Leanne
Logging emails by bcc in Timeline
For the Email logging, it looks like the only option right now to copy and paste in an email that's already been sent (ie. from Gmail).  ...
  • 104 me toos
  • 22 replies
  • Idea
  • Planned
Photo of Logan T
Field Comparison in Reports
Hey Team, This is Logan from Support. We've recently had a few requests for some additional features in the Report Builder's Advanced Log...
  • 6 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Spencer Engel
Make Gantt Chart created and end dates more flexible
First off, I love the Gantt Chart feature and think it will be immensely helpful. I also know that feature is in Beta right now, so if my...
  • 50 me toos
  • 12 replies
  • Idea
  • Under Consideration
Photo of Jackie Cofield
Best practice for weekly update roundup from CSMs to management
I'm curious to know how others here execute a weekly update from all CSMs on customer status to management/company.  Right now, we have ...
  • 2 me toos
  • 2 replies
  • Question
  • In Progress
Photo of Josh Grigone
Allow Task Type mapping when syncing Activities to SFDC
It may be beneficial for end users/admins to have the option to adjust Task Type mapping when syncing Activities from Gainsight to SFDC. ...
  • 37 me toos
  • 14 replies
  • Idea
  • Planned
Photo of Marcelo
C360 / R360 Export functionality request
We recently received a request that it seems we won't be able tp fulfill with current functionality so I wanted to share it with the grou...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Brian
Can I move a CTA to another account?
A user in my org has created several CTA's on the wrong accounts. They would like to transfer them, rather than deleting and recreating ...
  • 4 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Spencer Engel
Any plans to support dd-mm-yyyy date or date/time formats?
I have a customer in Europe who is trying to use DD-MM-YYYY as their date format. We only support MM-DD-YYYY format in the MDA right now,...
  • 7 me toos
  • 3 replies
  • Question
  • Acknowledged